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January 2008
Helping clients address the impact of aging is a critical part of what all of us in the Financial Planning Forum do- Last year we enjoyed a wonderful presentation from Dr Elizabeth Landsverk on the medical issues of aging. This month we are very fortunate to have Past FPF President, Chris Acker, CLU, ChFC present on the issues of Long Term Care and how to address them. Chris is very knowledgeable on this subject and is an excellent presenter. More on Chris below. We look forward to seeing you there, and don't forget to bring a guest! Also, for February we are finalizing our speaker, but we have switched the topic to the timely issue of what's the economic impact of the current mortgage situation. More on that to come. Chris Acker, CLU, ChFC began his career in the insurance field in 1985 with Manulife Financial, now John Hancock, as a territorial wholesale representative. In 1989 Chris moved from sales management to be the individual insurance specialist with Link-Allen in San Mateo , CA . From 1989 to 1998 he grew his practice substantially by working with both individual and corporate clients and in 1998 he opened his own practice. Chris is a graduate of Williams College , and he holds a CLU designation, the oldest (1927) and most respected designation demonstrating insurance expertise, and he is also a Chartered Financial Consultant (ChFC). Online Meeting RegistrationOn - Line Registration Now Available You can now register and pay for Financial Planning Forum membership and events on-line. Simply click on the links below and follow the directions on the website. Financial Planning Forum Membership (click here) Your payments can be made using a credit card or a bank account via 123SignUp. The registration page will take you directly to the 123SignUP web site for payment. If you do not yet have an account with 123SignUp, it's a simple process to enroll. We are hopeful that this will facilitate making it quick and easy to make reservations for future Forum events. If you would like to mail in your payment: please make your check payable to the Financial Planning Forum and mail to: Financial Planning Forum, C/O Karin Swanson, CPA, 2600 El Camino Real, Suite 600, Palo Alto, CA 94306 Call 650.842.0330 Mail/Fax Meeting Registration Form * Late Fee = $10.00 Member Name: __________________________________________ ($47) Guest Name: ___________________________________________ ($57) Total Enclosed: $ __________ _ Meal Choice: ______ Meat or ______ Vegetarian Please make your check payable to the Financial Planning Forum and mail to: Financial Planning Forum % Karin Swanson, CPA 2600 El Camino Real, Suite 600 Palo Alto, CA 94306 Questions: Call Karin @ (650) 842-0330 Fax: (650) 852-9912
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Greetings and Happy New Year! I hope you have enjoyed your holidays
and 2008 is starting off well. One of my favorite things about
the holidays is receiving holiday cards from all of our friends.
However, this year I was struck by the number of cards and family
newsletters that talked about what was going health-wise with
our friend's parents. When I mentioned this to my father he concurred
that health is a common topic of discussion with his peers, and
he added in characteristic John Elman, style, “Whenever a group
of seventy-somethings get together it inevitably leads to an ‘organ
recital'.” Think body part, not Bach Fugue. © 2008, Financial Planning Forum
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